Modular investments with Maerki Baumann

screen_mal_app_3.pngThe new investment solution from Maerki Baumann combines the benefits of professional asset management with customized advice. The modular approach gives you a say in the choice of markets, investment classes and risks. And you benefit from the following advantages: High degree of independence as a family-owned company, no proprietary products, transparent fee structure and personal advice. Our new investment solution is modular – and just as individual as you are.

Services for our clients

Our relationships with clients are based on professionalism and partnership. Our services are oriented on the individual requirements and personal preferences of clients across all segments:

  • Private clients
  • External asset managers
  • Indirect real estate investments

Services

Modular investment solution

Maerki Baumann's innovative, modular investment concept makes it possible for advisory and asset management services to be as individual and flexible as possible. State-of-the-art digital tools  complete ideally regular, personal contacts with clients.

Modular investment solution

What makes us special

Our bank offers a high level of independence and security, consistent service orientation as well as broadly based competences, and this allows us to distinguish ourselves from our competitors:

  • Independent, family‑owned bank
  • Personalised client advising
  • Individual investment solutions
  • Security
  • Innovative business model

Differentiation

Awards

2017_summa cum laude.jpg

Elite Report: summa cum laude

Maerki Baumann & Co. AG achieved the highest distinction of "summa cum laude" in the Elite Report. Maerki Baumann & Co. AG succeeded in re-affirming its leading position among the top banks in Europe's German-speaking countries

Read more

Gütesiegel CH 2017 Format 4C.jpg

Institut für Vermögensaufbau

Maerki Baumann & Co. AG has been awarded its top quality seal to the investment solutions of the bank. The top quality seal certifies that the portfolios of Maerki Baumann & Co. AG are suited for long-term asset growth and protection of capital.

Read more

Verwandte Inhalte

Best Swiss private bank

Siegel_Baumann_1_e.png

  • News

    Seasonally difficult September

    14.09.2017 - 

    The correction of the global equity market over the summer, which amounted to 2.4% between beginning and middle of August, appears to have weighed on investor sentiment only slightly. Long-term sentiment indicators have remained in optimistic territory. Thus we have chosen not to initiate the long-contemplated increase in the equity weighting just yet, but instead are waiting to see how the seasonally difficult month of September develops for the equities of industrialised nations.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Policy

    More

  • News

    We irrational spirits: on man's systematic errors of reasoning

    07.09.2017 - 

    We humans tend, when it comes to decisions under uncertainty, to exhibit a behavior which contradicts our long-held view of ourselves to be summarised as "homo oeconomicus". In our Investment Theme, we give an overview of the findings in the field of behavioral finance as to what are the typical errors of reasoning that "we irrational spirits" exhibit.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Theme

    More

  • News

    Word, not deeds

    31.08.2017 - 

    Equity markets have moved up significantly since the election of Donald Trump. Can this be ascribed to his accomplishments? As the title of our latest Investment Comment implies, we beg to differ. During the month of September, deeds will be in demand and we therefore see the risk of market turbulences in case squabbling continues between the White House and Congress.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

    More

  • News

    Auspicious Biotech

    27.07.2017 - 

    The Biotech industry has gone through turbulent times. Now, after a two-year consolidation phase, we take the view that the time has now come to invest again in this topic. Please refer to our Investment Comment for details.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

    More

Contact

Maerki Baumann & Co. AG
Dreikoenigstrasse 6
CH‑8002 Zurich
Phone: +41 44 286 25 25

info@maerki-baumann.ch

Contact